Purchases and Sales Made in Q1 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL STOCK MARKET ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-565- 7.47% |
$107K - $119K
|
7K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-566- 1.16% |
$107K - $119K
|
48K
$14.3M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-568- 7.03% |
$108K - $119K
|
7.52K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-578- 9.14% |
$110K - $121K
|
5.74K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-581- 6.6% |
$110K - $122K
|
8.23K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-585- 27.99% |
$111K - $123K
|
1.51K
$449K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-590- 5.7% |
$112K - $124K
|
9.76K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-591- 0.7% |
$112K - $124K
|
83.8K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-592- 1.76% |
$112K - $124K
|
33K
$9.84M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-600- 9.71% |
$114K - $126K
|
5.58K
$1.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-606- 4.28% |
$115K - $127K
|
13.5K
$4.04M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-614- 4.29% |
$117K - $129K
|
13.7K
$4.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-615- 1.17% |
$117K - $129K
|
51.9K
$15.5M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-627- 2.88% |
$119K - $132K
|
21.1K
$6.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-629- 26.47% |
$119K - $132K
|
1.75K
$521K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-630- 3.15% |
$120K - $132K
|
19.4K
$5.77M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-637- 4.06% |
$121K - $134K
|
15K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-651- 3.57% |
$124K - $137K
|
17.6K
$5.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-654- 26.12% |
$124K - $137K
|
1.85K
$552K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-654- 4.73% |
$124K - $137K
|
13.2K
$3.93M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-658- 18.13% |
$125K - $138K
|
2.97K
$886K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-663- 11.25% |
$126K - $139K
|
5.23K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-667- 4.48% |
$127K - $140K
|
14.2K
$4.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-668- 7.25% |
$127K - $140K
|
8.55K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-669- 7.83% |
$127K - $140K
|
7.87K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-669- 5.07% |
$127K - $140K
|
12.5K
$3.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-671- 19.89% |
$127K - $141K
|
2.7K
$806K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-672- 5.05% |
$128K - $141K
|
12.6K
$3.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-675- 4.0% |
$128K - $142K
|
16.2K
$4.84M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-678- 2.7% |
$129K - $142K
|
24.5K
$7.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-686- 5.05% |
$130K - $144K
|
12.9K
$3.84M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-687- 1.45% |
$130K - $144K
|
46.7K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-689- 20.89% |
$131K - $145K
|
2.61K
$778K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-690- 28.76% |
$131K - $145K
|
1.71K
$510K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-690- 7.67% |
$131K - $145K
|
8.31K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-694- 0.67% |
$132K - $146K
|
104K
$30.9M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-697- 94.96% |
$132K - $146K
|
37
$11K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-699- 25.25% |
$133K - $147K
|
2.07K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-702- 8.94% |
$133K - $147K
|
7.15K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-725- 12.59% |
$138K - $152K
|
5.04K
$1.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-726- 2.92% |
$138K - $152K
|
24.1K
$7.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-727- 1.94% |
$138K - $153K
|
36.7K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-727- 28.3% |
$138K - $153K
|
1.84K
$549K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-729- 9.38% |
$138K - $153K
|
7.04K
$2.1M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-730- 7.16% |
$139K - $153K
|
9.47K
$2.82M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-739- 7.82% |
$140K - $155K
|
8.72K
$2.6M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-746- 11.34% |
$142K - $157K
|
5.84K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-753- 2.13% |
$143K - $158K
|
34.6K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-754- 4.95% |
$143K - $158K
|
14.5K
$4.31M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-758- 2.32% |
$144K - $159K
|
31.9K
$9.51M
|